We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Ten Red Flags Of Emails Trying To Steal Your Identity
Eternal vigilance is the price of liberty.
We Need a Partial Shutdown of Government
Unless McConnell is willing to risk a government shutdown, he will ultimately have to acquiesce to Obama’s wishes.
Radio: Parts of the Government Should be Shut Down
David John Marotta was interviewed discussing government waste and what would happen if parts of the government were shut down.
Mailbox: Which States Allow Prize-Linked Savings Accounts?
There are thirteen states so far. Does your state allow them?
Bogle’s Best Advice: Don’t Peek
When it comes to finances, just shut your eyes and keep them closed.
Do New Healthcare Plans Cost More?
Last year plans were being cancelled. This year, citizens are receiving notifications of rate hikes in the double digits. Is this really happening?
The Influence of American Values on Garry Kasparov
As a libertarian and former chess prodigy, I enjoyed very much an address by Gary Kasparov at the Cato Institute entitled, “The Influence of American Values.”
Planning Clients Often Don’t Get What They Pay For
While I agree with the study, I don’t know that I agree with the prescribed solutions suggested.
Interview with Senatorial Candidate Robert Sarvis
We e-mailed all the senatorial candidates inviting them to be interviewed on our blog. Of all the candidates, Robert Sarvis, the Libertarian 2014 Virginia Senatorial candidate, was the only one to respond.
The Drive of the Lottery
The lottery is based on the most powerful way to motivate people and change their behavior: a variable reward in response to a specific behavior.
Tax Limits: 2015 Employer-Sponsored Retirement Plans
It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.
How Can I Give to My New Grandchild?
My daughter and son-in-law are expecting their first child, and my husband and I want to give some money for the child as a gift. What are my options?
How To Divide An Inherited Account Evenly
There is no accounting for how many heirs an account might need to be divided among in an estate plan. Here are the best practices for how to divide the estate.
If You Wouldn’t Buy It, Why Keep It?
The stock market is one of the few places that when things go on sale we are less likely to want to buy.
The Mindset of the Lottery
The classic conversational pastime of answering the question, “What would you do if you won the lottery?” could help you or it could hurt.